If you post an event to eCenter Direct that has a fee associated with it, eCenter can be configured to handle online payment from event registrants. If your program uses a merchant account such Authorize.Net, PayPal, Stripe, Square or TouchNet (among others) then we recommend configuring Neoserra to receive online payments via one of these accounts. We do recognize that not all programs use one of these merchant services for their online payments and so we do allow you to integrate eCenter with other types of payment systems, although this does require additional programming work on your end.

In this FAQ, we'll discuss the following topics:

• Setting up a Square Checkout account for use with eCenter Direct
• Enabling online payment for an event

Setting Up a Square Checkout Account for Use with eCenter Direct

The steps for setting up one or more Square accounts for use with eCenter Direct are outlined next:

1. If you haven't already, sign up for a Square account.
2. Next, login to the Square developer portal here and select New Application.
3. On the New Applications page you can name your application something like: "eCenter Direct Payment," and then click "Create Application." Make sure that you are creating a Production application, not a Sandbox application.
4. On the following page you will see your credentials, which will need to be copied to Neoserra. The Application ID is a random, unique ID assigned by Square.
5. In Neoserra, enter administrator-mode and click on Administration|Configuration and select the eCenter tab and then click on the General Settings panel. To avoid errors or even fraud, it is important for Neoserra administrators to carefully manage the training payee information entered into Neoserra.
6. Scroll to the bottom and, from under the "Training Payees" heading, click the Add button:



7. At the "Add Payee" screen, select "Square Checkout " from the Type field.
8. Enter a description for the Square account. This is especially important if you will be configuring multiple Square accounts for multiple regions. The users will use this description to determine which Square account to associate with their respective training events.
9. Next, copy in the Square Application ID and Access Token as provided to you above on the Square Application page.
10. Click the Save button to register your Application ID and your Access Token before you can update the "Location ID" information. The Application Id and Access Token need to be registered before you will see any options appear in the "Location ID" drop down. The locations are configured within Square. After saving the record, Edit the record again, and select the appropriate location.
11. The Webhook URL is provided by Neoserra and will need to be entered into your Square implementation. Go to the Square Control panel and select "Subscriptions". There you will click "Add Subscription." In the WebHook URL field you will need to enter the URL that Neoserra offers you in the above dialog box. While on the Square Control panel, also make sure that the payment.updated checkbox is checked!
12. Repeat these steps to add as many Square accounts as necessary.

You may need to ask your merchant to add the following IP addresses to their firewall as an outbound rule:

• Address: 75.2.122.198
• Address: 99.83.145.129
• Address: 13.248.234.214
• Address: 76.223.106.180

As discussed in the Enabling Online Payment for an Event section of this FAQ, every Square payee account entered into Neoserra is available for selection from the training event record.

Enabling Online Payment for an Event

When you create an event in Neoserra and want to accept online payment for that event, you will need to indicate a payee. To do this, select the appropriate payment account from the Online Payment field found on the eCenter tab of a conference record, as shown in the next graphic:

Note: In addition to adding the payment system account, a training event record must have the following attributes in order for attendees to pay online: (1) it must have a status of "Open" and (2) its fee must be exposed on eCenter. If the event is full and you allow a waitlist, waitlisted users will not be presented with the online payment option.

Once the event has been configured properly, it will be published on eCenter Direct. Clients can click the "Sign up" button on eCenter Direct to sign-up for the event. Registrants that do not pay as part of the initial sign-up process will be marked as have a "Payment Due". Registrants that pay online using Square will be marked accordingly:

Want more? Browse our extensive list of Neoserra FAQs.